The AI bubble is already popping; we just don't know it yet

KETTLE Big tech's Q2 earnings have been pouring in over the last two weeks, and it looks like stock market investors are taking a pin to the AI bubble. You can listen to the latest episode of The Kettle right here on this page, as well as on Spotify, Apple Music, or YouTube, where you can subscribe to get notified about the latest episode. Between eye-watering capex expenses, shrinking free cash flow, and worries about chip availability, things are starting to look tight.